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Simplify U.S. Equity PLUS GBTC ETF (SPBC) Institutional Ownership

Compare

Institutional Ownership Changes (13F Filings) for Simplify U.S. Equity PLUS GBTC ETF (NASDAQ:SPBC)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$35.02M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$18.63M
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Skip Chart & View Institutional Buying and Selling Data

SPBC Institutional Buying and Selling by Quarter

Simplify U.S. Equity PLUS GBTC ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.67,132$2.78M0.0%+14.2%3.668%
8/14/2025NewEdge Advisors LLC1,290$53K0.0%-25.6%0.070%
8/1/2025Ferguson Shapiro LLC17,349$719K0.2%-13.5%0.948%
8/1/2025Envestnet Asset Management Inc.48,886$2.03M0.0%N/A2.671%
7/29/2025Chicago Partners Investment Group LLC18,814$806K0.0%+33.7%1.028%
7/25/2025Total Clarity Wealth Management Inc.41,529$1.72M0.5%+30.3%2.269%
7/25/2025CWM LLC273,476$11.33M0.0%N/A14.944%
7/10/2025Worth Asset Management LLC6,329$262K0.1%-44.4%0.346%
5/15/2025OLD Mission Capital LLC12,071$438K0.0%-43.9%1.665%
5/9/2025Chicago Partners Investment Group LLC14,067$524K0.0%+45.3%1.940%
5/7/2025LPL Financial LLC184,756$6.71M0.0%+78.8%25.484%
5/5/2025ARQ Wealth Advisors LLC5,796$210K0.1%N/A0.799%
5/5/2025Private Advisor Group LLC54,613$1.98M0.0%-77.9%7.533%
4/23/2025SFG Wealth Management LLC.102,878$3.74M1.8%-54.7%13.717%
4/23/2025Ferguson Shapiro LLC20,048$728K0.3%-8.9%2.673%
4/9/2025Worth Asset Management LLC11,376$413K0.2%-32.8%1.422%
3/17/2025Wealth Enhancement Advisory Services LLC10,258$396K0.0%N/A1.080%
2/14/2025Jane Street Group LLC13,986$540K0.0%N/A2.432%
2/13/2025NewEdge Advisors LLC1,535$59K0.0%N/A0.267%
2/13/2025Envestnet Asset Management Inc.34,116$1.32M0.0%+165.7%5.933%
2/12/2025OLD Mission Capital LLC21,530$832K0.0%+165.6%3.744%
2/11/2025LPL Financial LLC103,341$3.99M0.0%+86.8%17.972%
2/3/2025Private Advisor Group LLC247,130$9.55M0.1%-30.9%42.979%
1/24/2025Chicago Partners Investment Group LLC9,682$377K0.0%N/A1.684%
1/24/2025Total Clarity Wealth Management Inc.31,925$1.23M0.4%-60.1%5.552%
1/23/2025Ferguson Shapiro LLC22,010$850K0.3%N/A3.828%
1/16/2025SFG Wealth Management LLC.227,329$8.78M4.6%+1.8%39.535%
1/8/2025Worth Asset Management LLC16,919$653K0.3%+73.0%2.942%
11/1/2024SFG Wealth Management LLC.223,279$8.12M4.3%+7.5%38.831%
10/22/2024Private Advisor Group LLC357,723$13.00M0.1%+537.2%62.213%
10/9/2024Worth Asset Management LLC9,780$356K0.2%+3.4%1.701%
8/9/2024Total Clarity Wealth Management Inc.74,425$2.57M0.9%+48.5%12.943%
8/5/2024Private Advisor Group LLC56,137$1.94M0.0%-45.4%9.763%
7/19/2024SFG Wealth Management LLC.207,793$7.17M4.1%+16.7%36.138%
7/11/2024Worth Asset Management LLC9,455$326K0.2%-53.8%1.644%
4/30/2024Private Advisor Group LLC102,774$3.48M0.0%N/A15.226%
4/26/2024SFG Wealth Management LLC.178,089$6.02M3.6%+303.6%26.384%
4/12/2024Worth Asset Management LLC20,466$692K0.4%-59.0%0.000%
1/19/2024SFG Wealth Management LLC.44,121$1.25M0.8%N/A0.000%
1/11/2024Worth Asset Management LLC49,965$1.42M1.0%+76.7%0.000%
10/11/2023Worth Asset Management LLC28,281$678K0.5%N/A0.000%
8/4/2023Envestnet Asset Management Inc.74,750$1.87M0.0%N/A0.000%
7/31/2023WealthPLAN Partners LLC40,795$1.02M0.1%-33.7%0.000%
7/25/2023WealthPlan Investment Management LLC561$85K0.0%-98.3%0.000%
5/10/2023WealthPLAN Partners LLC61,486$1.40M0.2%-36.0%0.000%
5/8/2023WealthPlan Investment Management LLC32,453$740K0.1%-66.2%0.000%
3/6/2023OLD Mission Capital LLC21,857$440K0.0%+111.3%0.000%
12/12/2022WealthPlan Investment Management LLC98,413$2.03M0.1%N/A0.000%
11/14/2022OLD Mission Capital LLC10,344$198K0.0%-13.4%0.000%
11/8/2022IFP Advisors Inc1,821$46K0.0%N/A0.000%
8/5/2022OLD Mission Capital LLC11,943$244K0.0%N/A0.000%
5/11/2022Ovata Capital Management Ltd4,000,000$106.12M32.7%N/A0.000%
5/3/2022WealthPLAN Partners LLC50,296$1.20M0.1%N/A0.000%
2/10/2022Private Advisor Group LLC24,785$697K0.0%N/A0.000%
2/3/2022Advisor Group Holdings Inc.4,541$128K0.0%+22.7%0.000%
11/5/2021Advisor Group Holdings Inc.3,700$95K0.0%N/A0.000%
8/13/2021OLD Mission Capital LLC9,997$254K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SPBC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPBC shares?

During the previous two years, 15 institutional investors and hedge funds held shares of Simplify U.S. Equity PLUS GBTC ETF. The most heavily invested institutionals were CWM LLC ($11.33M), LPL Financial LLC ($6.71M), SFG Wealth Management LLC. ($3.74M), Osaic Holdings Inc. ($2.78M), Envestnet Asset Management Inc. ($2.03M), Private Advisor Group LLC ($1.98M), and Total Clarity Wealth Management Inc. ($1.72M).Learn more on Simplify U.S. Equity PLUS GBTC ETF's institutional investors.

Which institutional investors have been buying Simplify U.S. Equity PLUS GBTC ETF's stock?

Of the 15 institutional investors that purchased Simplify U.S. Equity PLUS GBTC ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($404.36K), CWM LLC ($273.48K), SFG Wealth Management LLC. ($227.33K), LPL Financial LLC ($129.44K), Envestnet Asset Management Inc. ($70.16K), Worth Asset Management LLC ($57.43K), and Total Clarity Wealth Management Inc. ($33.97K).

How much institutional buying is happening at Simplify U.S. Equity PLUS GBTC ETF?

Institutional investors have bought a total of 905,492 shares in the last 24 months. This purchase volume represents approximately $35.02M in transactions.

Which of Simplify U.S. Equity PLUS GBTC ETF's major shareholders have been selling company stock?

The following institutional investors have sold Simplify U.S. Equity PLUS GBTC ETF stock in the last 24 months: Private Advisor Group LLC ($303.11K), SFG Wealth Management LLC. ($124.45K), Total Clarity Wealth Management Inc. ($48.02K), Worth Asset Management LLC ($10.59K), OLD Mission Capital LLC ($9.46K), Ferguson Shapiro LLC ($4.66K), and NewEdge Advisors LLC ($445.00).

How much institutional selling is happening at Simplify U.S. Equity PLUS GBTC ETF?

Institutional investors have sold a total of 500,731 shares in the last 24 months. This volume of shares sold represents approximately $18.63M in transactions.


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This page (NASDAQ:SPBC) was last updated on 9/9/2025 by MarketBeat.com Staff
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